COZAD ASSET MANAGEMENT INC
Champaign, Illinois
5.0
2 Reviews
Cozad Asset Management Inc, a local investment advisory firm based out of Champaign, IL, is dedicated to providing comprehensive financial solutions to their clients. With 25 employees, including 22 experienced investment advisors, Cozad Asset Management offers a wide range of services. Their average assets under management per investment advisor amount to approximately $74,470,000, placing them on par with industry standards.
The firm's compensation structure encompasses various options, such as a percentage of assets under management, hourly charges, and fixed fees. While employer funds constitute a significant portion of their...
See more
Loading...
Assets Under Mgmt
$1.64B
Investment Professionals
22
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other Business Activities
Insurance broker or agent
Accountant or accounting firm
Disclosures
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
Articles
Articles
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.